We’re half way through 2008. It’s a great time to do a mid-year checkup of your financial situation. Here are a few of the topics that I like to revisit in the summer to make sure that we are on track!
1. Asset allocation rebalancing. Have you rebalanced your portfolio lately? With the decline in the [...]

Posted July 7, 2008 in Goals, Insurance, Investing, Organization, Savings | 9 Comments »

I just moved some of our portfolio to cash. There’s a chance that we may need to access it during the upcoming year and I wanted a way to maximize the return, but avoid any risk so I have the appropriate amount of money all year.
I asked on Twitter if anyone had done something [...]

Posted June 30, 2008 in Savings | 6 Comments »

I’ve encountered my first small business dilemma. Actually, it involves one of the advertisers on this site!
Bounced Check
I received a check from an advertiser and cashed it on Saturday, June 7. On Friday, I got a letter from my bank that the money had been reversed and the check was unpaid.
NSF Fee. Here’s [...]

Posted June 17, 2008 in Savings | 10 Comments »

After going back and forth about selling my car, I finally said goodbye to the car last week. It was a little sad, because I loved that car! But since the kids didn’t fit, it truly wasn’t working.
Here’s a recap of the sale process and a summary of what worked and what didn’t. [...]

Posted June 10, 2008 in Debt, Savings | 11 Comments »

Readers recently shared their financial tips for new graduates. Christy summed up a lot of the advice with: Stay out of credit card debt, start saving for retirement now, and live frugally. Here are highlights:

Start saving for your future now! The earlier you start saving the more the wonders of compounding interest will work [...]

Posted June 4, 2008 in College savings, Kids, Savings | 4 Comments »